Enso Financial PLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
We gather information about you so that we can help design and implement the investment and financial planning related services we provide you; and to comply with the Federal and State laws and regulations that govern us.
We may collect the following types of “nonpublic personal information” about you:
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. We may disclose your information: (1) to individuals and/or entities not affiliated with our firm, including, but not limited to certain service providers (e.g., broker-dealer, sub-advisers, account custodian) as necessary to service your account(s); (2) to your authorized representative or power of attorney; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
Because we share nonpublic information solely to service your account(s), you may not opt out of allowing us to share your information. In the event that we have a change to our business practices which allows nonpublic information to be shared with other third parties, our Privacy Policy will be amended to allow you the opportunity to opt-out of such disclosure.
Privacy has always been important to us. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with our firm will be subject to confidentiality agreements.
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality.
Clients are encouraged to discuss any questions regarding our privacy policies and procedures directly with Prudence Zhu, Chief Compliance Officer at prudence@ensofin.com.
